We’re looking for the perfect storm that happens when large markets are restricted by legacy platforms. If the market has high growth potential and a simple point solution can’t solve the problem, pressure begins build within the industry. When we sense this pressure from multiple contacts in our ecosystem, we begin forming a thesis. We identify the type of platform and business model that will allow for growth and align with consumers.
As our thesis takes shape, we begin looking to align teams and companies. We look for teams whose capabilities best match their challenges. And we look for businesses that stand the most to gain from our capabilities. We make a small number of investments per year and want to deliver the maximum value.
After we invest, the real work begins. We work with founders on management and organization. We make value-added introductions from our ecosystem focused on product development, contract expansion, and negotiations. We work side-by-side with in-house teams to improve financial operations, provide insights on customer acquisition and sale strategies, and ensure brand narratives align with end buyers, potential investors, and future hires.